Tag: RIA

5 Steps to Take Before Buying a Home

Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...

The Financial Equation: Don’t Spend More Than You Bring Home

This article title sounds so simple in theory, but it seems to be very difficult in today’s day and age to effectively put into practice. ...

Thinking of Working with an “Advisor”? Ask This Question FIRST… updated Nov’14

If you ask this one question at the beginning, you’ll know whether you can continue the discussion or end it right there and start looking...

Do You Need a Budget AND a Financial Plan?

I’ve spoke to a lot of people through the years and read quite a few articles that assume this point:  you only need a budget...

Teacher Appreciation Week and 529 Plan Day

National Teacher Appreciation Week is May 5th – May 9th, and National Teacher Appreciation Day is May 6th.  529 Plan Day (529 college savings plans)...

A Registered Investment Advisor is Your Key to a Secure Retirement

Did you know there are two types of financial service companies? One is paid a commission to sell you investment products aka Broker/Dealer. The other...

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